Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.616 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49368.99 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45307.78 Kr¶
PnL: ---------------------------------------> 251.78 Kr¶
DD now: ---------------------------------> -7.062 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 11:33:25.284524'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.360000 | 1666.800000 | 197.800000 | 13.460000 | 1468.999998 |
| Sedana Medical | 93 | 3.980000 | 2670.960000 | 149.960000 | 5.950000 | 2521.000011 |
| Orrön Energy | 180 | 4.990000 | 2159.100000 | 116.100000 | 5.680000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 3.780000 | 988.500000 | 53.500000 | 5.720000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 3.710000 | 1005.600000 | 44.600000 | 4.640000 | 960.999996 |
| Sagax A | 4 | 3.720000 | 892.000000 | 38.000000 | 4.450000 | 854.000000 |
| JM | 6 | 2.670000 | 901.200000 | 37.200000 | 4.310000 | 864.000000 |
| Catena | 2 | 3.140000 | 828.400000 | 36.400000 | 4.600000 | 792.000000 |
| Sagax B | 4 | 2.630000 | 889.600000 | 35.600000 | 4.170000 | 854.000000 |
| Hoist Finance | 35 | 0.870000 | 1013.250000 | 33.250000 | 3.390000 | 980.000000 |
| Hexatronic Group | 12 | 1.830000 | 985.920000 | 18.920000 | 1.960000 | 966.999996 |
| Gränges | 9 | 1.940000 | 945.900000 | 17.900000 | 1.930000 | 927.999999 |
| Byggmax Group | 33 | 2.080000 | 972.840000 | 16.840000 | 1.760000 | 956.000001 |
| BioGaia B | 8 | 1.030000 | 944.000000 | 14.000000 | 1.510000 | 930.000000 |
| Bilia A | 8 | 0.980000 | 908.800000 | 8.800000 | 0.980000 | 900.000000 |
| HEXPOL B | 9 | -0.260000 | 1025.100000 | 4.100000 | 0.400000 | 1020.999996 |
| Clas Ohlson B | 12 | 0.000000 | 974.400000 | 1.400000 | 0.140000 | 972.999996 |
| EQT | 4 | 0.630000 | 833.200000 | 1.200000 | 0.140000 | 832.000000 |
| AcadeMedia | 8 | 0.500000 | 402.800000 | 0.800000 | 0.200000 | 402.000000 |
| Biotage | 7 | -0.970000 | 933.800000 | -7.200000 | -0.770000 | 940.999997 |
| ASSA ABLOY B | 3 | -0.730000 | 770.100000 | -8.900000 | -1.140000 | 779.000001 |
| Alimak Group | 11 | -0.240000 | 915.200000 | -12.800000 | -1.380000 | 927.999996 |
| OX2 | 13 | -0.550000 | 935.350000 | -14.650000 | -1.540000 | 949.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 0.150000 | 945.000000 | -22.000000 | -2.280000 | 966.999999 |
| VEF | 909 | 0.400000 | 1825.270000 | -24.730000 | -1.340000 | 1850.000436 |
| SKF B | 5 | -2.040000 | 913.000000 | -27.000000 | -2.870000 | 940.000000 |
| Addnode Group B | 11 | -1.830000 | 884.950000 | -36.050000 | -3.910000 | 921.000003 |
| Indutrade | 5 | 1.640000 | 1180.000000 | -38.000000 | -3.120000 | 1218.000000 |
| Latour B | 4 | -0.340000 | 815.200000 | -41.800000 | -4.880000 | 857.000000 |
| Vitec Software Group B | 2 | 0.000000 | 1042.000000 | -45.000000 | -4.140000 | 1087.000000 |
| Hexagon B | 26 | 0.580000 | 3409.900000 | -51.100000 | -1.480000 | 3461.000010 |
| Bufab | 3 | -0.910000 | 1043.400000 | -65.600000 | -5.920000 | 1109.000001 |
| BHG Group | 97 | 2.510000 | 1389.040000 | -69.960000 | -4.800000 | 1458.999989 |
| INVISIO | 16 | 0.000000 | 3600.000000 | -89.000000 | -2.410000 | 3689.000000 |
| TOTAL | 45307.780000 | 251.780000 | -7.062% | 45056.000411 |
Updated:¶
'2023-07-04 11:33:42.269025'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
